In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, tackle the growing comparisons between today’s market and the 1929 crash. They cut through the noise on gold sentiment, small-cap strength, earnings growth, Fed policy, and consumer resilience—all in under 52 minutes.
Key Takeaways
- 1929 comparisons: Why we believe today’s bull market is not a replay of the Great Depression.
- Gold sentiment: The metal has been a strong diversifier for portfolios so far this year.
- Small caps: They’re breaking out after nearly four years without new highs.
- Earnings reporting: The hosts debate quarterly vs. semiannual disclosures after President Trump floated the idea last week.
- The Fed: What the recent rate cut mean, labor market concerns, and why equities rallied.
Connect with Ryan:
- LinkedIn: Ryan Detrick
- X: @ryandetrick
Connect with Sonu:
- LinkedIn: Sonu Varghese
- X: @sonusvarghese
Questions about the show? We’d love to hear from you! factsvsfeelings@carsongroup.com
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